Altria Group, Inc.
MO- Exchange
- NYSE
- Industry
- Cigarettes
- SEC CIK
- 0000764180
In the last 90 days, Altria Group, Inc. insiders filed 1 open-market purchase and 0 sales; 2,575 institutions reported holding it in 13F filings for Q2 2026, worth $77.1B in total; superinvestors Gardner Russo & Quinn and Maverick Capital hold it.
13F holders, Q1 2026
Institutional positions in Altria Group, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,502
- +148 vs. Q4 2025
- Shares held
- 1.04B
- +157.1M (+17.8%) vs. Q4 2025
- Total value
- $68.7B
- +$17.8B (+34.8%) vs. Q4 2025
- New holders
- 253
- 1,010 more added
- Sold out
- 105
- 889 more reduced
41 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,575 | $77.1B |
| Q1 2026 | 2,502 | $68.7B |
| Q4 2025 | 2,395 | $60.4B |
| Q3 2025 | 2,357 | $68.2B |
| Q2 2025 | 2,267 | $60.5B |
| Q1 2025 | 2,251 | $63.3B |
| Q4 2024 | 2,173 | $53.6B |
| Q3 2024 | 1,997 | $51.9B |
| Q2 2024 | 1,919 | $46.1B |
| Q1 2024 | 1,903 | $45.9B |
| Q4 2023 | 1,891 | $40.9B |
| Q3 2023 | 1,843 | $43.6B |
| Q2 2023 | 1,885 | $47.5B |
| Q1 2023 | 1,877 | $46.8B |
| Q4 2022 | 1,901 | $48.2B |
| Q3 2022 | 1,767 | $42.6B |
| Q2 2022 | 1,814 | $44.8B |
| Q1 2022 | 1,920 | $56.2B |
| Q4 2021 | 1,852 | $50.8B |
| Q3 2021 | 1,711 | $49.6B |
| Q2 2021 | 1,753 | $52.4B |
| Q1 2021 | 1,776 | $57.2B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 5,456 | $360.1K | 0.03% | +43+0.8% | Added |
| Breachway Investments LLC | 5,500 | $360.1K | 0.35% | −100−1.8% | Reduced |
| Capital City Trust Co | 5,462 | $360.4K | 0.08% | −572−9.5% | Reduced |
| Aberdeen Wealth Management LLC | 5,485 | $362.0K | 0.16% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 5,498 | $362.8K | 0.10% | −3,623−39.7% | Reduced |
| Monticello Wealth Management, LLC | 5,503 | $363.1K | 0.02% | +169+3.2% | Added |
| Fortitude Advisory Group L.L.C. | 5,503 | $363.2K | 0.16% | +33+0.6% | Added |
| Center for Financial Planning, Inc. | 5,507 | $363.4K | 0.04% | 00.0% | Unchanged |
| First County Bank | 5,522 | $364.4K | 0.19% | −15,386−73.6% | Reduced |
| Old Second National Bank of Aurora | 5,530 | $364.9K | 0.08% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 5,532 | $365.1K | 0.01% | −10,616−65.7% | Reduced |
| SNS Financial Group, LLC | 5,446 | $365.1K | 0.03% | +1,839+51.0% | Added |
| Gratus Wealth Advisors, LLC | 5,535 | $365.3K | 0.05% | +13+0.2% | Added |
| World Equity Group, Inc. | 5,546 | $366.0K | 0.09% | −1,231−18.2% | Reduced |
| Defiance ETFs, LLC | 5,561 | $367.0K | 0.01% | +5,561 | New |
| Richardson Financial Services Inc. | 5,568 | $367.4K | 0.23% | +212+4.0% | Added |
| Impact Capital Partners LLC | 5,568 | $367.4K | 0.11% | +116+2.1% | Added |
| RS Crum Inc. | 5,588 | $368.8K | 0.07% | 00.0% | Unchanged |
| Well Done, LLC | 5,591 | $369.0K | 0.05% | −1,200−17.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,596 | $369.3K | 0.03% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 5,600 | $369.5K | 0.12% | +5,600 | New |
| Vestor Capital, LLC | 5,624 | $371.0K | 0.03% | −513,885−98.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 5,537 | $371.2K | 0.03% | +486+9.6% | Added |
| 1620 Investment Advisors, Inc. | 5,653 | $373.0K | 0.25% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 5,653 | $373.0K | 0.09% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 5,655 | $373.2K | 0.12% | +713+14.4% | Added |
| QTR Family Wealth, LLC | 5,704 | $374.3K | 0.16% | −110−1.9% | Reduced |
| Arvest Bank Trust Division | 5,675 | $374.5K | 0.02% | +490+9.5% | Added |
| Palacios Wealth Management, LLC | 5,158 | $374.7K | 0.23% | +783+17.9% | Added |
| Manchester Financial Inc | 5,680 | $374.8K | 0.07% | −1,070−15.9% | Reduced |
| Peoples Financial Services Corp. | 5,685 | $375.2K | 0.18% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 5,686 | $375.2K | 0.03% | −427−7.0% | Reduced |
| Nomura Holdings Inc | 5,687 | $375.3K | 0.00% | −51,652−90.1% | Reduced |
| Gentry Private Wealth, LLC | 5,697 | $375.9K | 0.23% | −647−10.2% | Reduced |
| Sandro Wealth Management LLC | 5,697 | $376.0K | 0.30% | +1,044+22.4% | Added |
| American Institute for Advanced Investment Management, LLP | 5,704 | $376.4K | 0.24% | −61−1.1% | Reduced |
| Cromwell Holdings LLC | 5,616 | $376.6K | 0.21% | 00.0% | Unchanged |
| MWA Asset Management | 5,738 | $378.7K | 0.21% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 5,745 | $379.2K | 0.08% | +104+1.8% | Added |
| Van Diest Capital, LLC | 5,753 | $379.6K | 0.30% | +5,753 | New |
| TrueWealth Advisors, LLC | 5,759 | $380.0K | 0.10% | −10.0% | Reduced |
| Sovereign Financial Group, Inc. | 5,760 | $380.1K | 0.07% | +267+4.9% | Added |
| Ridgecrest Wealth Partners, LLC | 5,761 | $380.2K | 0.21% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 5,796 | $382.5K | 0.19% | +8+0.1% | Added |
| Cowa, LLC | 5,797 | $382.5K | 0.10% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 5,800 | $382.7K | 0.19% | +119+2.1% | Added |
| Winthrop Partners - WNY, LLC | 5,800 | $382.7K | 0.20% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 5,809 | $383.3K | 0.03% | +183+3.3% | Added |
| Defender Capital, LLC. | 5,810 | $383.4K | 0.14% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 5,818 | $384.0K | 0.03% | +79+1.4% | Added |
| Capital Squared Financial LLC | 5,820 | $384.1K | 0.29% | −470−7.5% | Reduced |
| 1st Source Bank | 5,822 | $384.2K | 0.02% | 00.0% | Unchanged |
| Roxbury Financial LLC | 5,823 | $384.3K | 0.35% | +6+0.1% | Added |
| Summit Financial Wealth Advisors, LLC | 5,836 | $385.1K | 0.05% | +1,704+41.2% | Added |
| EJMK Ventures LLC | 5,837 | $385.2K | 0.22% | +602+11.5% | Added |
| Elyxium Wealth, LLC | 5,841 | $385.4K | 0.12% | −629−9.7% | Reduced |
| Claro Advisors LLC | 5,848 | $385.9K | 0.05% | +5,848 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 5,855 | $386.4K | 0.11% | 00.0% | Unchanged |
| Balboa Wealth Partners | 5,868 | $387.3K | 0.06% | +1,091+22.8% | Added |
| Valmark Advisers, Inc. | 5,875 | $387.7K | 0.00% | +1,032+21.3% | Added |
| Albion Financial Group | 5,876 | $387.7K | 0.03% | −553−8.6% | Reduced |
| Magnus Financial Group LLC | 5,890 | $388.7K | 0.03% | −109−1.8% | Reduced |
| Fortress Private Ledger, LLC | 5,931 | $391.4K | 0.12% | +1,037+21.2% | Added |
| ROI Financial Advisors, LLC | 5,956 | $393.0K | 0.24% | +819+15.9% | Added |
| Carson Advisory Inc. | 5,959 | $393.2K | 0.20% | −246−4.0% | Reduced |
| Silvant Capital Management LLC | 5,966 | $393.7K | 0.01% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 5,968 | $393.8K | 0.19% | +1,000+20.1% | Added |
| Syverson Strege & Co | 5,970 | $394.0K | 0.09% | +636+11.9% | Added |
| Legacy Trust | 5,971 | $394.0K | 0.08% | −325−5.2% | Reduced |
| Alliance Wealth Advisors, LLC | 5,981 | $394.7K | 0.19% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 6,002 | $396.1K | 0.01% | 00.0% | Unchanged |
| West Family Investments, Inc. | 6,010 | $396.6K | 0.14% | −2,545−29.7% | Reduced |
| Cascades Capital Asset Management, LLC | 6,038 | $398.4K | 0.17% | −2,107−25.9% | Reduced |
| Walkner Condon Financial Advisors LLC | 6,039 | $398.5K | 0.05% | +96+1.6% | Added |
| Grandfield & Dodd, LLC | 6,048 | $399.1K | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 6,063 | $400.1K | 0.10% | +6,063 | New |
| Financial Engines Advisors L.L.C. | 6,069 | $400.5K | 0.00% | +543+9.8% | Added |
| Charles Schwab Trust Co | 6,081 | $401.3K | 0.03% | −1,268−17.3% | Reduced |
| 626 Financial, LLC | 6,094 | $402.1K | 0.18% | −359−5.6% | Reduced |
| Transcend Wealth Collective, LLC | 6,121 | $404.0K | 0.03% | −409−6.3% | Reduced |
| Conscious Wealth Investments, LLC | 6,280 | $404.6K | 0.23% | +2,139+51.7% | Added |
| Polymer Capital Management (US) LLC | 6,148 | $405.7K | 0.06% | −7,326−54.4% | Reduced |
| First National Bank of Omaha | 6,090 | $408.2K | 0.01% | +180+3.0% | Added |
| Empower Advisory Group, LLC | 6,195 | $408.8K | 0.00% | +830+15.5% | Added |
| Founders Grove Wealth Partners, LLC | 6,196 | $408.9K | 0.09% | +39+0.6% | Added |
| Trace Wealth Advisors, LLC | 6,197 | $408.9K | 0.31% | +56+0.9% | Added |
| Lester Murray Antman dba SimplyRich | 6,199 | $409.0K | 0.10% | −19−0.3% | Reduced |
| Platform Technology Partners | 6,202 | $409.3K | 0.08% | −2,281−26.9% | Reduced |
| Copley Financial Group, Inc. | 6,234 | $411.4K | 0.25% | −463−6.9% | Reduced |
| Oakworth Capital, Inc. | 6,235 | $411.4K | 0.02% | +1,600+34.5% | Added |
| KDT Advisors, LLC | 6,245 | $412.1K | 0.66% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 6,258 | $413.0K | 0.01% | +6,258 | New |
| Wealth Management Associates, Inc. | 6,268 | $413.6K | 0.14% | −183−2.8% | Reduced |
| Adell Harriman & Carpenter Inc | 6,275 | $414.1K | 0.03% | 00.0% | Unchanged |
| Somerset Trust Co | 6,279 | $414.4K | 0.13% | +14+0.2% | Added |
| Convergence Financial, LLC | 6,280 | $414.4K | 0.04% | −80−1.3% | Reduced |
| Taylor Financial Group, Inc. | 6,288 | $414.9K | 0.25% | 00.0% | Unchanged |
| Tandem Financial, LLC | 6,188 | $415.0K | 0.14% | −6,696−52.0% | Reduced |
| AMG National Trust Bank | 6,291 | $415.1K | 0.01% | +1,781+39.5% | Added |
| Strive Financial Group ,LLC | 6,302 | $416.0K | 0.22% | −931−12.9% | Reduced |